Francesca Saccomanno signed Sumco Phoenix Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumco Phoenix Corporation's EIN is 22-3014284.
Download the official 2024 Form 5500 (PDF) for Sumco Phoenix Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumco Phoenix Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | OTHER | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Principal Preservation Separate Account | Pooled Separate Accounts | — | — | $23.2M | 15.6% | |
| Vanguard Institutional Index Fund Instl | Common Collective Trusts | — | — | $18.8M | 12.7% | |
| Franklin Growth Fund R6 | Mutual Funds | — | — | $15.0M | 10.1% | |
| Wellington Management Company Wellington Admiral | Common Stocks | — | — | $11.2M | 7.6% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $10.8M | 7.3% | |
| American Funds Europacfic Growth R6 | Mutual Funds | — | — | $10.2M | 6.9% | |
| Parnassus Core Equity Fund Inst | Other securities | — | — | $6.8M | 4.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $6.1M | 4.1% | |
| MFS Total Return Bond Fund Class R6 | Mutual Funds | — | — | $5.5M | 3.7% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $5.1M | 3.4% | |
| Vanguard Group Total Bond Index Fund Admiral | Common Collective Trusts | — | — | $4.9M | 3.3% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $3.3M | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.2M | 2.2% | |
| Empower Annuity Insurance Company SCV Victory Fund | Common Stocks | — | — | $2.8M | 1.9% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $2.8M | 1.9% | |
| ClearBridge Small Cap Growth IS | Other securities | — | — | $2.7M | 1.8% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $2.6M | 1.7% | |
| Notes Receivable from Participants Interest Rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $2.4M | 1.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $2.2M | 1.5% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 1.3% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.8M | 1.2% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $1.7M | 1.1% | |
| DFA Emerging Markets Portfolio | Mutual Funds | — | — | $988K | 0.7% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $845K | 0.6% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $830K | 0.6% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $798K | 0.5% | |
| Fidelity Total International Index | Mutual Funds | — | — | $661K | 0.4% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $619K | 0.4% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $571K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $519K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $494K | 0.3% |
